Here's a step-by-step guide on how to import and export leave history for your team in uKnowva HRMS:
Export Leave History for Your Team
Step-by-step:
1.Login to your uKnowva account.
2.From the left-hand menu, go to: My Team > Leave
3.If you are a
Reporting Manager: You’ll see the leave history of your direct/indirect team members.
HR SPOC: You’ll see leave data based on your assigned team/region.
HR Admin: You can access all employees’ leave history.
4. Click on the funnel icon and apply filters such as:
Date Range
Leave Status (Approved, Rejected, Pending, etc.)
Department / Designation/ Employee Name (if required)
5. Click the “Export to Excel” button (usually at the top-right of the table).
6. The file will be downloaded in Excel (.xlsx) or CSV format.
Import Leave History (for past records or corrections)
Note: This option is generally available for HR Admins or users with specific rights.
Steps to Import Leave History:
- Go to Team > Leave History.
- Click on the Import Leave History button
- Download the template file (CSV or Excel).
Ø This template includes required fields like:
- Username
- Leave Type
- Status
- From
- To
- Duration
- Comments
- Leave Reason
- Applied On
- Approved By
- Created By
- Fill in the leave details as per format and save the file.
- Upload the CSV file using the Import option.
- The system will validate the data and show any errors for correction.
- Once successful, imported records will reflect in the employee leave history.
Notes:
- Always backup data before importing or modifying in bulk.
- Ensure you have the correct permissions. If not, contact your uknowva Helpdesk in case of help.